Richard De Witt is a financial advisor with Rich DeWitt Wealth Management LLC in Chattanooga, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before founding his own firm in 2024. Rich DeWitt Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental, technical, quantitative, and qualitative analysis, and offers services that include insurance products alongside broader business-oriented planning and ERISA retirement plan consulting.

Aaron Westrate is the principal of Westrate Capital Management, Inc. in Signal Mountain, TN, with 22 years of industry experience. He holds the Series 66 designation and has led his independent firm since 2008. Westrate Capital Management provides discretionary asset management and financial planning to individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. The firm emphasizes diversified, tax-efficient portfolios tailored to clients’ goals and risk tolerance, using low-cost, no-load funds and offering flexible planning and consulting services.

Joshua Luff is a CFA® charterholder and principal of CLP Asset Management, LLC with 12 years of industry experience. He worked at Great Lakes Advisors, L.L.C. for five years before founding CLP Asset Management in 2019. Outside of his advisory role, he is involved with WatersEdge Management, LLC and CLP Investments, LLC, serving as a partial owner and managing investment vehicles for select clients. CLP Asset Management provides wealth management services primarily to high-net-worth individuals through discretionary and non-discretionary accounts. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, while also managing private funds and family-office investments.

Kyle Kelly is a financial advisor with Tarragon Capital, LLC, where he has worked for 14 years. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Tarragon Capital provides portfolio management, financial planning, pension consulting, and retirement plan services for individuals, high net worth investors, and institutional clients. The firm emphasizes absolute-return strategies with active risk management and employs a range of investment techniques, including ETFs, ETNs, individual stocks, and various analytical methods.

David Wattenbarger is a CFP® with 15 years of industry experience and has been with DRW Financial since 2012. He holds Series 65 and Series 66 licenses and operates as the sole advisor at the independent firm based in Hixson, Tennessee. DRW Financial provides discretionary portfolio management and financial planning to individual and high-net-worth clients as well as other advisers. The firm uses an investment approach that includes the active use of derivatives and options-writing, combining charting, fundamental, and cyclical analysis, and offers financial planning services covering retirement, college funding, tax, debt management, and life insurance education.

Robert Glasgow III is a financial advisor at Providence Squared LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Guardian Wealth Management, Inc. Glasgow also provides personal and business consulting outside of his investment advisory role. Providence Squared LLC offers discretionary investment management and financial planning services to individuals, families, businesses, family offices, trusts, estates, and charitable organizations. The firm’s investment approach centers on a proprietary T Alpha Portfolio that integrates multiple strategies to seek alpha while prioritizing downside mitigation, and it also provides project-based advisory engagements and additional non-investment services.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. in Ooltewah, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders for four years and has operated as a sole proprietor since 2023, engaging in insurance activities as well. Benson Wealth Management provides discretionary asset and portfolio management services primarily to individual clients, managing approximately $125 million across 308 accounts. The firm employs a discretionary investment process that combines technical and charting analysis with traditional asset-allocation strategies.

Jacob Higgins is a financial advisor at Campbell Asset Management, LLC in Chattanooga, TN, holding a Series 66 license with two years of industry experience. His prior roles include positions at MML Investor Services and MassMutual Life Insurance Company. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning, including participant educational workshops and tax-related services, managing approximately $146 million in client assets.

Barrett Benson is a financial advisor at Benson Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Infinity Financial Services and his own sole proprietorship. Benson Wealth Management, Inc. provides discretionary asset and portfolio management primarily for individual clients. The firm employs a discretionary investment process combining technical and charting analysis with conventional asset allocation and manages approximately $125 million across about 308 accounts.

John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.

Kevin Fuerst is the owner and president of Fuerst Financial Group, Inc. in Chattanooga, TN, with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mutual Securities, Inc., LPL Financial LLC, and National Planning Corporation. He serves on the business advisory board for Lee University and is a board member of a nonprofit that provides musical instruments to inner-city children. Fuerst Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach includes goal-oriented asset allocations using third-party platforms and models, ongoing monitoring, and comprehensive financial and estate planning coordinated with clients’ other advisors.

Erik Boehm is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Stone Bridge Asset Management, LLC since 2011. He is also a partner at Stone Bridge Capital Group, LLC, which acts as the general partner for the Stone Bridge Opportunities Fund. Additionally, Boehm has a non-investment business interest as a 50% owner of B&B Walnut Hill Partnership. Stone Bridge Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and also provides third-party model portfolios and a proprietary volatility-based strategy.

Paul Tyner is the principal advisor at Tyner Capital Management Investment Counsel, Inc. He holds the CFA® designation and has 13 years of industry experience. Tyner has been with Tyner Capital Management since 1993. Tyner Capital Management provides discretionary and non-discretionary portfolio management to individual investors and institutional retirement clients, including pension and 401(k) plans. The firm’s investment approach is based on fundamental research of a defined 1,700-stock universe, with selections focused on value and growth attributes for long-term capital growth.

James Campbell III is a CFP® with 22 years of industry experience, serving as an advisor at Campbell Asset Management, LLC since 2003. He holds a Series 63 license and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized portfolio management and complementary services such as pension consulting, written financial plans, and subadvisory support, emphasizing diversified investment strategies and participant educational workshops.

David Babb is a financial advisor with Stone Bridge Asset Management, LLC in Chattanooga, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Stone Bridge since 2011 and is also a partner in Stone Bridge Capital Group, LLC, the general partner of the Stone Bridge Opportunities Fund. Outside of advisory work, he has a minority ownership interest in a non-investment entity associated with the firm’s office location. Stone Bridge Asset Management serves individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm uses a range of investment vehicles including mutual funds, ETFs, and alternative investments, and acts as both a fund sponsor and adviser to other advisers.

Thomas Francescon Sr. is a financial advisor with Stone Bridge Asset Management, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Stone Bridge Asset Management since 2015 and is also a partner at Stone Bridge Capital Group, LLC, which serves as the general partner of the Stone Bridge Opportunities Fund. Stone Bridge Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm employs a diverse investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and it provides model portfolios and proprietary strategies to other advisers.

Steven Fuerst is a financial advisor at Fuerst Financial Group, Inc. in Chattanooga, TN, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, Mutual Securities, LPL Financial, and National Planning Corporation. Fuerst Financial Group provides investment management, financial planning, estate and legacy planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, foundations, and charitable organizations. The firm manages both discretionary and non-discretionary accounts using a mix of fundamental and technical analysis and supports donor-advised fund accounts while coordinating planning with clients’ other advisors.

Ashley Heck is a financial advisor at Campbell Asset Management, LLC with 11 years of industry experience. She holds a Series 65 designation and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management, financial planning, pension consulting, and subadvisory services, incorporating diversified investment strategies and participant educational workshops.

Colby Kaluzniak is a financial advisor at Acumen Wealth Advisors, LLC in Chattanooga, TN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Cetera and George Wealth Management. Acumen Wealth Advisors provides asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a model portfolio approach overseen by an investment committee and is notable for sponsoring and managing private pooled investment vehicles.

Charles Trew is a financial advisor with Bellwether Investment Group, LLC, holding a Series 65 license and three years of industry experience. He is also the managing member of Trew Tax & Insurance LLC, providing tax preparation and insurance services, and manages Trew Income Tax & Bookkeeping Service. Additionally, he is a partner in C&T Investments Partnership LLC, which manages real estate. Bellwether Investment Group serves individual and high-net-worth clients, as well as businesses, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a combination of fundamental and technical analysis in its investment approach and utilizes a range of investment vehicles including individual equities, ETFs, and independent managers.